Catalog - si1va
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NumbookHSP [Q1 2025] Superinvestor Portfolios [Top 1 Holdings - #60] |
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No. | Grouped by Superinvestor | 1 | 2 | 3 | 4 | 5 |
1 | AKO Capital [#26] Portfolio: $7.71B |
ALC |
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2 | Alex Roepers - Atlantic Investment Management [#9] Portfolio: $179M |
APTV |
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3 | AltaRock Partners [#9] Portfolio: $4.97B |
TDG |
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4 | Bill & Melinda Gates Foundation Trust [#25] Portfolio: $41.81B |
MSFT |
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5 | Bill Ackman - Pershing Square Capital Management [#11] Portfolio: $11.93B |
UBER |
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6 | Bill Miller - Miller Value Partners [#34] Portfolio: $219M |
LNC |
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7 | Bill Nygren - Oakmark Select Fund [#22] Portfolio: $6.61B |
IQV |
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8 | Bruce Berkowitz - Fairholme Capital [#12] Portfolio: $1.22B |
JOE |
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9 | Bryan Lawrence - Oakcliff Capital [#10] Portfolio: $190M |
IBKR |
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10 | Carl Icahn - Icahn Capital Management [#14] Portfolio: $7.49B |
IEP |
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11 | Charles Bobrinskoy - Ariel Focus Fund [#26] Portfolio: $61M |
SNA |
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12 | Chase Coleman - Tiger Global Management [#45] Portfolio: $26.59B |
META |
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13 | Chris Hohn - TCI Fund Management [#10] Portfolio: $43.37B |
GE |
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14 | Christopher Bloomstran - Semper Augustus [#36] Portfolio: $620M |
BRK-B |
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15 | Christopher Davis - Davis Advisors [#104] Portfolio: $17.35B |
COF |
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16 | Chuck Akre - Akre Capital Management [#18] Portfolio: $10.40B |
MA |
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17 | Clifford Sosin - CAS Investment Partners [#4] Portfolio: $1.54B |
CVNA |
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18 | Daniel Loeb - Third Point [#41] Portfolio: $6.28B |
PCG |
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19 | David Abrams - Abrams Capital Management [#13] Portfolio: $5.64B |
LOAR |
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20 | David Einhorn - Greenlight Capital [#33] Portfolio: $1.97B |
GRBK |
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21 | David Katz - Matrix Asset Advisors [#105] Portfolio: $906M |
MSFT |
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22 | David Rolfe - Wedgewood Partners [#20] Portfolio: $496M |
TSM |
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23 | David Tepper - Appaloosa Management [#35] Portfolio: $5.57B |
BABA |
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24 | Dennis Hong - ShawSpring Partners [#10] Portfolio: $728M |
INTU |
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25 | Duan Yongping - H&H International Investment [#11] Portfolio: $12.00B |
AAPL |
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26 | Dodge & Cox [#79] Portfolio: $112.49B |
SCHW |
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27 | First Eagle Investment Management [#200] Portfolio: $47.34B |
META |
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28 | FPA Queens Road Small Cap Value Fund [#49] Portfolio: $732M |
IDCC |
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29 | Francis Chou - Chou Associates [#32] Portfolio: $182M |
BRK-A |
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30 | Francois Rochon - Giverny Capital [#54] Portfolio: $2.71B |
BRK-B |
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31 | Glenn Greenberg - Brave Warrior Advisors [#35] Portfolio: $4.37B |
ELV |
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32 | Glenn Welling - Engaged Capital [#9] Portfolio: $392M |
VFC |
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33 | Greenhaven Associates [#26] Portfolio: $6.29B |
C |
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34 | Greg Alexander - Conifer Management [#5] Portfolio: $660M |
EQH |
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35 | Guy Spier - Aquamarine Capital [#14] Portfolio: $294M |
BRK-B |
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36 | Harry Burn - Sound Shore [#37] Portfolio: $2.85B |
CTRA |
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37 | Hillman Value Fund [#36] Portfolio: $146M |
WBD |
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38 | Howard Marks - Oaktree Capital Management [#53] Portfolio: $4.04B |
TRMD |
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39 | Jensen Investment Management [#84] Portfolio: $9.04B |
MSFT |
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40 | John Armitage - Egerton Capital [#27] Portfolio: $8.67B |
AMZN |
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41 | John Rogers - Ariel Appreciation Fund [#42] Portfolio: $831M |
MAT |
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42 | Josh Tarasoff - Greenlea Lane Capital [#8] Portfolio: $289M |
AMZN |
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43 | Kahn Brothers Group [#55] Portfolio: $494M |
C |
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44 | Lee Ainslie - Maverick Capital [#200] Portfolio: $5.55B |
AMZN |
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45 | Leon Cooperman [#41] Portfolio: $2.52B |
COOP |
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46 | Li Lu - Himalaya Capital Management [#8] Portfolio: $2.21B |
BAC |
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47 | Lindsell Train [#29] Portfolio: $3.61B |
TKO |
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48 | Mairs & Power Growth Fund [#47] Portfolio: $5.10B |
MSFT |
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49 | Mason Hawkins - Longleaf Partners [#17] Portfolio: $927M |
ACI |
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50 | Meridian Contrarian Fund [#64] Portfolio: $459M |
AXS |
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51 | Michael Burry - Scion Asset Management [#1] Portfolio: $13M |
EL |
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52 | Mohnish Pabrai - Pabrai Investments [#4] Portfolio: $235M |
HCC |
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53 | Nelson Peltz - Trian Fund Management [#10] Portfolio: $3.74B |
JHG |
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54 | Norbert Lou - Punch Card Management [#4] Portfolio: $217M |
BRK-A |
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55 | Pat Dorsey - Dorsey Asset Management [#11] Portfolio: $944M |
AZO |
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56 | Polen Capital Management [#117] Portfolio: $31.85B |
AMZN |
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57 | Prem Watsa - Fairfax Financial Holdings [#29] Portfolio: $1.84B |
ORLA |
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58 | Richard Pzena - Hancock Classic Value [#33] Portfolio: $687M |
BAX |
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59 | Robert Olstein - Olstein Capital Management [#98] Portfolio: $543M |
DIS |
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60 | Robert Vinall - RV Capital GmbH [#11] Portfolio: $453M |
CVNA |
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61 | Ruane Cunniff - Sequoia Fund [#24] Portfolio: $3.30B |
RYCEF |
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62 | Samantha McLemore - Patient Capital Management [#39] Portfolio: $1.94B |
AMZN |
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63 | Sarah Ketterer - Causeway Capital Management [#88] Portfolio: $4.77B |
CP |
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64 | Seth Klarman - Baupost Group [#22] Portfolio: $3.48B |
WTW |
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65 | Stephen Mandel - Lone Pine Capital [#22] Portfolio: $11.41B |
META |
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66 | Steven Romick - FPA Crescent Fund [#52] Portfolio: $5.72B |
META |
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67 | Terry Smith - Fundsmith [#38] Portfolio: $21.97B |
META |
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68 | Third Avenue Management [#61] Portfolio: $499M |
TDW |
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69 | Thomas Gayner - Markel Group [#135] Portfolio: $11.26B |
BRK-A |
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70 | Thomas Russo - Gardner Russo & Quinn [#86] Portfolio: $8.92B |
BRK-A |
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71 | Tom Bancroft - Makaira Partners [#13] Portfolio: $298M |
CHTR |
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72 | Torray Funds [#101] Portfolio: $671M |
RPRX |
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73 | Triple Frond Partners [#10] Portfolio: $740M |
MSFT |
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74 | Tweedy Browne Co. - Tweedy Browne Value Fund [#84] Portfolio: $394M |
BRK-A |
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75 | Valley Forge Capital Management [#9] Portfolio: $4.39B |
FICO |
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76 | ValueAct Capital [#14] Portfolio: $4.58B |
CRM |
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77 | Viking Global Investors [#91] Portfolio: $31.48B |
USB |
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78 | Wallace Weitz - Weitz Large Cap Equity Fund [#27] Portfolio: $844M |
DHR |
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79 | Warren Buffett - Berkshire Hathaway [#36] Portfolio: $258.70B |
AAPL |
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80 | William Von Mueffling - Cantillon Capital Management [#37] Portfolio: $15.44B |
AVGO |
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81 | Yacktman Asset Management [#70] Portfolio: $7.61B |
CNQ |
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courtesy dataroma.com |